Rovin Capital’s International Flavors & Fragrances IFF Stock Holding History

Rovin Capital’s Portfolio IFF Stock Details IFF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$225K	Sell	3,332 -2,975	-47%	-$193K	0.06%	187
2025 Q3	$388K	Sell	6,307 -642	-9%	-$44.1K	0.11%	145
2025 Q2	$511K	Buy	6,949 +584	+9%	+$44.1K	0.15%	105
2025 Q1	$494K	Buy	6,365 +300	+5%	+$24.7K	0.16%	104
2024 Q4	$513K	Sell	6,065 -965	-14%	-$90.7K	0.18%	97
2024 Q3	$738K	Sell	7,030 -1,119	-14%	-$112K	0.27%	80
2024 Q2	$776K	Buy	8,149 +259	+3%	+$23.8K	0.32%	61
2024 Q1	$678K	Buy	7,890 +525	+7%	+$42.2K	0.28%	69
2023 Q4	$596K	Buy	7,365 +2,277	+45%	+$165K	0.27%	73
2023 Q3	$347K	Buy	5,088 +497	+11%	+$36.3K	0.16%	93
2023 Q2	$365K	Buy	4,591 +455	+11%	+$39.1K	0.16%	94
2023 Q1	$380K	Buy	+4,136	New	+$411K	0.18%	91

Other funds holding IFF

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Freemont Capital Singapore $4.91B AUM 5.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

FPA

First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return

Rovin Capital's IFF Position: Q4 2025 in Review

Rovin Capital reduced its International Flavors & Fragrances (IFF) stake by 47% in Q4 2025, selling an estimated $193K and leaving 3,332 shares worth $225K. The position accounts for 0.06% of the portfolio, ranked #187.

Rovin Capital first reported a position in IFF in Q1 2023 and has held it in 12 quarters since. The position peaked at $776K in Q2 2024. 706 funds tracked by Wall St. Rank hold IFF as of Q4 2025.

Rovin Capital held 3,332 shares of International Flavors & Fragrances worth $225K as of Q4 2025.
Rovin Capital sold 2,975 International Flavors & Fragrances shares in Q4 2025, an estimated $193K.
International Flavors & Fragrances made up 0.06% of Rovin Capital's portfolio in Q4 2025, its #187 holding.
Rovin Capital first reported a position in International Flavors & Fragrances in Q1 2023 and has held it in 12 quarters since.
Rovin Capital's International Flavors & Fragrances position peaked at $776K in Q2 2024.
706 funds tracked by Wall St. Rank held International Flavors & Fragrances as of Q4 2025.

Based on Rovin Capital's 13F filing for Q4 2025, filed 9 Feb 2026.